Position in AVGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,536,016
+$1,121,085 QoQ
Shares Held
22,597
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#1,603
of 4,764 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARIETTA INVESTMENT PARTNERS LLC holds $53,417,022 across 9 Semiconductors names. AVGO ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
139,270 | $27,866,534 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
22,597 | $8,536,016 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
13,764 | $6,573,273 | |
| 4 | MU |
Micron Technology Inc
|
2,955 | $3,410,926 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
8,051 | $2,683,639 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,182 | $2,429,365 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
4,603 | $1,251,785 | |
| 8 | TXN |
Texas Instruments Inc
|
1,500 | $447,105 |
All Filings in AVGO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,536,016 | 22,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,414,931 | 23,957 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,236,141 | 23,797 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,994,666 | 27,264 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,923,776 | 25,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,178,717 | 24,958 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,783,944 | 24,948 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,210,725 | 24,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,408,295 | 1,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,133,910 | 1,610 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,802,743 | 1,615 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,337,233 | 1,610 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,400,899 | 1,615 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,032,879 | 1,610 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $900,199 | 1,610 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $415,593 | 936 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $454,718 | 936 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $589,380 | 936 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $636,131 | 956 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $463,593 | 956 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $443,461 | 930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $437,695 | 944 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||